MedSoft offers you the ability to monitor your clinic’s marketing efforts. This functionality is broken up in two different Screens. Contacts The Contacts tab is found under “Organizer” in the Menu Nav Bar. The Contact Type can be either Contact or Prospect. Contacts are any contacts that the clinic may need to have a record..
If you are interested in tracking where your patients are coming from, the Referrals By Type report is an excellent place to begin. This report, available to Front Office and Admin users, shows the Referral Types and Notes for all patients added within a particular timeframe. To access the report, navigate to Admin..
With all the time you invest in patient care, you may not have a lot of time or resources left over for marketing your clinic. To grow your clinic, however, that marketing is crucial. MedSoft offers your clinic multiple tools to capitalize on the information you already have on hand. Your referring doctors, for example,..
When Registering a New Patient in MedSoft, you have the ability to make multiple selections that enhance your clinic’s reporting. One such option is the selection of a patient’s Referral Source. MedSoft includes a comprehensive list of Referral Sources for patients: The referral source defaults to “Doctor,” as this is the most frequent referral..
Does your clinic like to recognize patients on their birthdays? Our new Birthday report is designed to assist with this! Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays: The resulting Excel report will show Patient Names, Account Numbers,..
MedSoft offers you two dynamic tools for marketing to potential clients: Prospects (found in the Organizer) and Marketing Campaigns. To get the most out of these tools, you want to begin by entering your prospective clients in the Organizer, on the “Contacts” window. Within Contacts, you can enter all new Prospects by clicking..